| Paladin Advisory Group, LLC |
2026 Q1
|
4/30/2026 |
| IMPACTfolio, LLC |
2026 Q1
|
4/30/2026 |
| Cromwell Holdings LLC |
2026 Q1
|
4/30/2026 |
| DMC Group, LLC |
2026 Q1
|
4/30/2026 |
| DARA CAPITAL US, INC. |
2026 Q1
|
4/30/2026 |
| AlphaQuest LLC |
2026 Q1
|
4/30/2026 |
| Altos Ventures Management, Inc. |
2026 Q1
|
4/30/2026 |
| Cherry Creek Investment Advisors, Inc. |
2026 Q1
|
4/30/2026 |
| Nuveen, LLC |
2026 Q1
|
4/30/2026 |
| Guided Capital Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| Madison Wealth Partners, Inc |
2026 Q1
|
4/30/2026 |
| AIGH Capital Management LLC |
2026 Q1
|
4/30/2026 |
| Kestra Advisory Services, LLC |
2026 Q1
|
4/30/2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
| BEAM WEALTH ADVISORS, INC. |
2026 Q1
|
4/30/2026 |
| Petix & Botte Co |
2026 Q1
|
4/30/2026 |
| Elevated Capital Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Meadow Creek Wealth Advisors LLC |
2026 Q1
|
4/30/2026 |
| SkyOak Wealth, LLC |
2026 Q1
|
4/30/2026 |
| Cedar Mountain Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Relyea Zuckerberg Hanson LLC |
2026 Q1
|
4/30/2026 |
| Capital Planning LLC |
2026 Q1
|
4/30/2026 |
| Beacon Harbor Wealth Advisors, Inc. |
2026 Q1
|
4/30/2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| Core Alternative Capital |
2026 Q1
|
4/30/2026 |
| Waterfront Wealth Inc. |
2026 Q1
|
4/30/2026 |
| Your Advocates Ltd., LLP |
2026 Q1
|
4/30/2026 |
| MMBG INVESTMENT ADVISORS CO. |
2026 Q1
|
4/30/2026 |
| Costello Asset Management, INC |
2026 Q1
|
4/30/2026 |
| Selective Wealth Management, Inc. |
2026 Q1
|
4/30/2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
| Legacy Financial Advisors, Inc. |
2026 Q1
|
4/30/2026 |
| Acorn Wealth Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Independence Bank of Kentucky |
2026 Q1
|
4/30/2026 |
| Fulcrum Capital LLC |
2026 Q1
|
4/30/2026 |
| Demars Financial Group, LLC |
2026 Q1
|
4/30/2026 |
| Verdence Capital Advisors LLC |
2026 Q1
|
4/30/2026 |
| Csenge Advisory Group |
2026 Q1
|
4/30/2026 |
| Beirne Wealth Consulting Services, LLC |
2026 Q1
|
4/30/2026 |
| Mascoma Wealth Management LLC |
2026 Q1
|
4/30/2026 |
| IBEX WEALTH ADVISORS |
2026 Q1
|
4/30/2026 |
| PERSONAL CFO SOLUTIONS, LLC |
2026 Q1
|
4/30/2026 |
| Mn Services Vermogensbeheer B.V. |
2026 Q1
|
4/30/2026 |
| AMANSA CAPITAL PTE. LTD. |
2026 Q1
|
4/30/2026 |
| Shakespeare Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| ISTHMUS PARTNERS, LLC |
2026 Q1
|
4/30/2026 |
| MV CAPITAL MANAGEMENT, INC. |
2026 Q1
|
4/30/2026 |
| Hikari Power Ltd |
2026 Q1
|
4/30/2026 |
| Sequoia Financial Advisors, LLC |
2026 Q1
|
4/30/2026 |
| HOERTKORN RICHARD CHARLES |
2026 Q1
|
4/30/2026 |
| BEACON FINANCIAL GROUP |
2026 Q1
|
4/30/2026 |
| Winch Advisory Services, LLC |
2026 Q1
|
4/30/2026 |
| Beacon Capital Management, Inc. |
2026 Q1
|
4/30/2026 |
| Lipe & Dalton |
2026 Q1
|
4/30/2026 |
| ARGA Investment Management, LP |
2026 Q1
|
4/30/2026 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
2026 Q1
|
4/30/2026 |
| Granite Investment Partners, LLC |
2026 Q1
|
4/30/2026 |
| Ramsay, Stattman, Vela & Price, Inc. |
2026 Q1
|
4/30/2026 |
| Candriam S.C.A. |
2026 Q1
|
4/30/2026 |
| Candriam S.C.A. |
2025 Q4 - RESTATEMENT
|
4/30/2026 |
| Sompo Asset Management Co., Ltd. |
2026 Q1
|
4/30/2026 |
| SUMMIT SECURITIES GROUP LLC |
2026 Q1
|
4/30/2026 |
| Accredited Investors Inc. |
2026 Q1
|
4/30/2026 |
| Main Street Research LLC |
2026 Q1
|
4/30/2026 |
| INCA Investments LLC |
2026 Q1
|
4/30/2026 |
| ACR Alpine Capital Research, LLC |
2026 Q1
|
4/30/2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
| State of New Jersey Common Pension Fund A |
2026 Q1
|
4/30/2026 |
| State of New Jersey Common Pension Fund E |
2026 Q1
|
4/30/2026 |
| CORRADO ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| DAVIS-REA LTD. |
2026 Q1
|
4/30/2026 |
| New Jersey Better Educational Savings Trust |
2026 Q1
|
4/30/2026 |
| Sumitomo Mitsui Trust Group, Inc. |
2026 Q1
|
4/30/2026 |
| Private Harbour Investment Management & Counsel, LLC |
2026 Q1
|
4/30/2026 |
| Harold Davidson & Associates Inc. |
2026 Q1
|
4/30/2026 |
| Palisades Investment Partners, LLC |
2026 Q1
|
4/30/2026 |
| GFS Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Diversified Investment Strategies, LLC |
2026 Q1
|
4/30/2026 |
| GreatBanc Trust CO |
2026 Q1
|
4/30/2026 |
| Barnett & Company, Inc. |
2026 Q1
|
4/30/2026 |
| Cambridge Investment Research Advisors, Inc. |
2026 Q1
|
4/30/2026 |
| Horrell Capital Management, Inc. |
2026 Q1
|
4/30/2026 |
| STONEBRIDGE ADVISORS LLC |
2026 Q1
|
4/30/2026 |
| River Road Asset Management, LLC |
2026 Q1
|
4/30/2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2026 Q1
|
4/30/2026 |
| Opus Capital Group, LLC |
2026 Q1
|
4/30/2026 |
| PRIVATE TRUST CO NA |
2026 Q1
|
4/30/2026 |
| GENWORTH FINANCIAL INC |
2026 Q1
|
4/30/2026 |
| BERNZOTT CAPITAL ADVISORS |
2026 Q1
|
4/30/2026 |
| SONATA CAPITAL GROUP INC |
2026 Q1
|
4/30/2026 |
| KLCM Advisors, Inc. |
2026 Q1
|
4/30/2026 |
| COOKSON PEIRCE & CO INC |
2026 Q1
|
4/30/2026 |
| AZZAD ASSET MANAGEMENT INC /ADV |
2026 Q1
|
4/30/2026 |
| VILLERE ST DENIS J & CO LLC |
2026 Q1
|
4/30/2026 |
| FIDELITY D & D BANCORP INC |
2026 Q1
|
4/30/2026 |
| SCF Partners, Inc. |
2026 Q1
|
4/30/2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS |
2026 Q1
|
4/30/2026 |
| OAK RIDGE INVESTMENTS LLC |
2026 Q1
|
4/30/2026 |
| Nippon Life Global Investors Americas, Inc. |
2026 Q1
|
4/30/2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2026 Q1
|
4/30/2026 |